Select an Account Type
Account types describe various attributes related to an account’s holdings such as transactions, and tax eligibility.
To select an account type :
- Select a portfolio, click on the portfolio name in blue
- Click on Actions and select Edit
- Go to Details and Select Account type. Please note that if you can also add Unknown type
- Click Save and you will find the account type. Here we selected the ISA account.
Updated 4 months ago